Optimiser l'utilisation de la plateforme
Inscrivez-vous à la série Lunch & Learn de Jotform Entreprise
Rejoignez-nous pour tirer le meilleur parti de votre expérience Jotform Entreprise. Apprenez les bases de l'administration et découvrez des trucs et astuces pour les utilisateurs quotidiens. Assistez à autant de sessions que vous le désirez. Regardez avec votre équipe ou seul pour approfondir vos connaissances.
Sessions à venir
Tout sur la console d'administration
- New features and customization options
- Considerations for how users and respondents interact with forms
- How to monitor and manage form access settings
Aura lieu le :
Avril 10 12:00 p.m. ET
Sessions précédentes
Appli Jotform Entreprise Mobile
- Staying connected and gathering data offline
- Common uses for kiosk mode
- Widgets to maximize mobile capabilities
Recorded:
Mars 27 12:00 p.m. ET
Router des PDF via les Approbations & les Tableaux
- How to send customized PDFs conditionally through approval flows
- See examples from your peers of how to send differently formatted invoices
- PDFs and Jotform Tables: Sending your PDF with a click post-submission
Recorded:
Mars 13 12:00 p.m. ET
Intégrations de paiement : connecter les processeurs
- Overview of options and popular Enterprise choices
- Considerations for configuring your payment process
- Enterprise security features and connecting your payment gateway
Recorded:
Février 28 12:00 p.m. ET
Introduction à l'éditeur PDF de Jotform
- Exploring useful features for Enterprise
- Creating and customizing multiple PDFs
- Supporting teams with PDF templates
Recorded:
Février 14 12:00 p.m. ET
Intégrations CRM : Mieux ensemble
- Adding Jotform Enterprise to your tech stack
- Incorporating Jotform Enterprise with the software you’re using
- Passing data efficiently between systems
Recorded:
Janvier 31 12:00 p.m. ET
Tableaux Jotform avancés : tirez le meilleur parti de vos données
- Using Tables as a dashboard with Assignee and other column types
- Comparing and organizing data with different views
- Tables for Teams: assigning entries and access
Recorded:
Septembre 20 12:00 p.m. ET
Présentation des tableaux Jotform : saisie de données pour analyse
- How to create, link, edit, share, and import your data
- Adding new tab views and linking to forms and tables
- Using columns to optimize and analyze submission data
Recorded:
Septembre 06 12:00 p.m. ET
Flux de travail Entreprise, widgets et logique conditionnelle populaires
- Explore our most popular Enterprise workflows
- Spreadsheet to Form widget for form filling and validation
- Create manual approvals within a single form with conditional logic
Recorded:
Août 23 12:00 p.m. ET
Approbations avancées : flux de travail et astuces complexes
- Expert tips for creating multistep approval flows
- Real-life examples of conditional logic and branching elements
- How to use form prefill in approval flows
- Incorporating reports, Jotform Sign documents, and more
Recorded:
Août 09 12:00 p.m. ET
Présentation des approbations : création de flux de travail de base
- How to create approval flows in Jotform
- Understanding your approval settings
- Approval element options: choices and considerations
- Approval task options and how they affect workflows
Recorded:
Juillet 26 12:00 p.m. ET
Comment configurer, personnaliser et partager des rapports
- Explore the reports you can create in Jotform
- Visualize your data: report customization tips
- Real-time reporting options for external and internal data
Recorded:
Juillet 12 12:00 p.m. ET
Introduction à la création d'applications
- How to create your first app
- How to customize your app to match your organization’s brand
- How to optimize your app for the best end user experience
Recorded:
Mai 11 12:00 p.m. ET
Comment configurer l'authentification unique (SSO) et le préremplissage
- What is SSO login, prefill, and SSO form access?
- How to configure SSO on your server
- How to set up Prefill
- The benefits and best practices of SSO and Prefill
Recorded:
Avril 27 12:00 p.m. ET
Comment utiliser Jotform Sign
- How to create documents for signature in Jotform
- How to add multiple signatories
- How to integrate sign documents into Approval workflows to automate e-signature collection
- How to use the Jotform Sign Inbox to organize and analyze your documents
Recorded:
Avril 13 12:00 p.m. ET
Comment gérer les équipes
- Server Admin visibility of Teams: creation, user, and form management
- Team Admins: how to manage Team settings and invite and manage users
- Team image: branding, custom URL, sharing, and more
Recorded:
Mars 30 12:00 p.m. ET
Gérer votre serveur en tant qu'administrateur de serveur
- A brief tour of the Admin Console
- Special focus on user and team management and visibility
- Auditing server activities
Recorded:
Mars 16 12:00 p.m. ET
Comment exploiter la marque blanche
- What it means to white label your server
- How to white label the Admin Console and emails, and create customized, branded form templates and PDFs.
- The benefits of white labeling
Recorded:
Mars 02 12:00 p.m. ET